NFP Retirement Inc’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.99M	Sell	32,021 -239	-0.7%	-$22.5K	0.18%	81
2025 Q4	$3.06M	Sell	32,260 -1,804	-5%	-$171K	0.19%	76
2025 Q3	$3.26M	Sell	34,064 -3,210	-9%	-$305K	0.21%	68
2025 Q2	$3.54M	Sell	37,274 -733	-2%	-$68.2K	0.23%	67
2025 Q1	$3.56M	Buy	38,007 +4,112	+12%	+$388K	0.28%	52
2024 Q4	$3.18M	Buy	33,895 +1,826	+6%	+$173K	0.25%	57
2024 Q3	$3.06M	Buy	32,069 +4,382	+16%	+$412K	0.25%	59
2024 Q2	$2.57M	Sell	27,687 -68	-0.2%	-$6.29K	0.22%	65
2024 Q1	$2.59M	Buy	27,755 +436	+2%	+$40.6K	0.22%	65
2023 Q4	$2.54M	Buy	27,319 +1,248	+5%	+$113K	0.43%	50
2023 Q3	$2.35M	Buy	26,071 +9,089	+54%	+$826K	0.45%	54
2023 Q2	$1.55M	Buy	16,982 +413	+2%	+$37.3K	0.29%	73
2023 Q1	$1.51M	Buy	16,569 +1,375	+9%	+$125K	0.3%	70
2022 Q4	$1.36M	Buy	15,194 +11,405	+301%	+$1.02M	0.3%	75
2022 Q3	$331K	Buy	3,789 +852	+29%	+$77.1K	0.08%	171
2022 Q2	$260K	Buy	+2,937	New	+$272K	0.07%	193